Introduction:

There are certain deal sites like GrabOne, treatme, yazoom, dailydo, and more, where you put your items to sell as deals, means more than one customers buy the same thing (or variants of same item) in your deal. Sale data can be generated from these sites as csv files, which contains data of customer, address, item description, value, etc. CSV formats vary from different sites with one thing common that one sale is shown in one row i.e. one customer –> one row in csv. OMINS now brings you a feature that will allow you to bring all that csv customer data and generate separate invoices for each row. Meaning that separate orders will be generated for each sale for your deal. So not only the auction sites and your opencart website, but deals sites can also be handeled by OMINS now.

How to use this feature:

1) – Create a demo customer for this invoice CSV import system, and do not enter any address details for this customer. For example for Grabone create a customer called grabone, for treatme create a customer called treatme, and so on; but do not set any address. This customer will be used as customer in the parent (default) invoice later on

2) – Create a new “parent” (default) invoice this is just a fresh new invoice

2）创建新的模板发票，这是一个全新的发票。

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And set this default invoice keeping certain things in mind. (see image below)

Most the information you give in this parent invoice will be replicated (copied) to all generated (child) invoices, other than customer’s name; customer’s name and address will be brought from CSV file.

We suggest you add a “customer” that represents the site you are using such as grabone or treatme or yazoom, etc) this will appear as the “bill to” name and address, “the send to” name and address are populated from the CSV file.

You can also say something in the notes that later will show on all the child invoices.

Set the orderdate and duedate.. this is important as the child invoices will have these dates (duedate however will be set as the date imported provided you choose to import with a “payment”).

Set the default print report you will be wanting to use all created (child) invoices will have this report.

Set the promo group, all the created (child) invoices will have this promo_group.

Consider the special instructions and/or printed instructions anything in here will be on all created (child) invoices.

Ignore the invoice address, the PO number, products and payments, these are all added based on your CSV content and or CSV upload configuration.

Do not forget to click save after setting the info on your parent invoice (default invoice). Note this invoice number, you will need it to use in upload configuration.

Open the appropriate entry for your CSV (i.e. grabone for a grabone CSV).

根据CSV来源，打开一条正确的记录。（比如：grabone 对应grabone CSV）

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Now on next page, CSV upload page, important configurations are to be done.

How to configure the CSV upload page.

a) Enter the invoice number of the parent invoice (default invoice) you created.

在下一页，CSV 上传页面，需要进行重要的设置。

如何设置CSV上传页面

a）输入先前创建的模板发票的发票号

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b) AddingProduct.

Here you add products that will appear on the invoice.

– Simple configuration: (see two images below) When all orders in the CSV have exactly the same product, you can add one or more products. In this configuration, you simply add products without clicking the “match” checkbox. You can choose a product (or virtual product) and set the price. If deal price for an item is different from main price for this product in OMINS, then do not forget to give deal price in this configuration setup because if price field is left blank in configuration, then main product price will be used, which may be different from deal price.

– Matched configuration: When you click “match”, you will write a text in the “product text” field next to it. In this case, OMINS will check against a certain column in the CSV for the text you have entered i.e text written here in configuration will be matched with a specific column in CSV file (the exact column that is checked is advised in red notes text below. If the text is matched then the specific product will be added, if the text is not matched then this will not be added to the invoice.

Note that the text only needs to match PART of the text in the column not all the text.

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Two example scenarios:

Example 1:

Here is an example scenario

I am importing from a grabone

The deal was a medium or small T-shirt for $10

CSV the option column contains one of either:

New T-Shirt -small

New T-Shirt -medium

for this import, we will use following setup.

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This will add the correct product based on text in option column. If option column is not saying any of the text mentioned above, that product will not be added.

Example 2

Here is another example.

The deal was a grabone large or medium shorts for $14 each

CSV the option column contains one of either:

New Shorts -medium – URBAN DELIVERY

New Shorts -medium – RURAL DELIVERY

New Shorts -large – URBAN DELIVERY

New Shorts -large – RURAL DELIVERY

For this import, we will use the following setup.

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Even though there is Urban and rural delivery this is not relevant to the product, the text you enter in the match text field will match, even if it only matches part of the text in the column so both medium Urban and rural will be matched to the correct NW-SHORTS-MEDIUM product

c) Shipping calculation:

You may also be able to set the shipping depending on the format of the CSV; otherwise if not, the shipping will be calculated automatically if a total value field is provided in the CSV.

The shipping will be correctly calculated as this is calculated from the “value” column based on what is left over after the price of the product is used, so all your created invoices will have correct shipping and totals for both rural and urban delivery options.

d) Even more complicated Sets quantities etc:

You can use the above in simple or advanced options along with OMINS virtual products setups to allow highly complex setups with sets of products or multiple quantities etc read about virtual products here.

Payments and CSV File upload:

Payments is quite simple. If enabled, a payment will be added to the imported invoices and they will be marked as paid if applicable.

You have the choice of the payment method and the ability to have a payment note in the parent (default) invoice (which will be used on all payments on all created invoices).

Choose the file to upload and click upload, for a successful upload you will see a message for error, you will see an error. (see images below, click images to enlarge)

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New Orders / Invoices generated:

In a few seconds, new invoices will be generated for all the rows in the CSV. These new invoices are a kind of daughter invoices, which will take up data and settings from their parent invoice, product configuration setting and information in CSV files.

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These orders can now be processed as normal order processing for other orders in OMINS.

Parent invoice will be deleted after creation of new invoices.

OMINS Charges:

Imported invoices are treated just like manually created invoices (you can import as many as you want there is no additional charge to do this)

NOTE: If there are any other format/s you wish to be supported, please contact snipesoft with examples of the CSV of products you wish to import.